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InvesTrust’s Apple AAPL Stock Holding History

InvesTrust’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.96M Sell
29,056
-13,740
-32% -$2.82M 2.3% 10
2025
Q1 		$9.51M Sell
42,796
-448
-1% -$99.5K 2.6% 4
2024
Q4 		$10.9M Buy
+43,244
New +$10.9M 3.02% 2